Wealth Management
Wealth Management represents a growing and expanding domain within financial
services. The number of affluent families and individuals worldwide has been
increasing over the past several years and is expected to continue to grow.
Over the past several years, RGS Management has designed
Relationship Management systems for wealth managers, building solutions based on
software programs including ACT, Goldmine and others. We have capitalized on
those experiences and embarked on a multi-level view (360 degree client and
advisor view) of information related to high net-worth families and individuals.
This solution is customizable by the client and can be configured based on rich
data from many sources, allowing high net-worth family to view information
across several holding institutions.
Families can further configure each member's security and
entitlements so that they can view and transact within their allowable control.
As an example, the following is a view of the John Harris
family after the family head or in this case patriarch of the family logs in.
John now has an instantaneous view of his family structure and can drill into
many family dimensions, by transaction or by individual.
In the following web view, John Harris has created an
Efficient Frontier view of his investments, but more importantly can also drill
into any investment by where it is domiciled (Geography), what Asset Class it
belongs and what industry sector it is part of. These views provide a near
instantaneous snapshot of his investments, risk and performance.
As a
result of the wealth management technology challenges, the need for innovative and
effective wealth management
technology solutions is increasing beyond the capabilities of
many of the traditional suppliers. RGS Management's approach is to create and
deliver a best-in-class, integrated wealth management platform consisting
of client relationship, real-time investment analytics, customer account
documentation and compliance in a fully turnkey and operational platform.
For further information and a summary of today's challenges in Wealth Management and
Technology, please download the following
Wealth-Management-Whitepaper
For further information and a free consultation, contact info@rgsmanagement.com
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